Reilly Financial Advisors’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

Reilly Financial Advisors’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-2,450	Closed	-$60.6K	–	1436
2015 Q3	$58K	Hold	2,450	–	–	0.01%	366
2015 Q2	$57K	Hold	2,450	–	–	0.01%	409
2015 Q1	$59K	Hold	2,450	–	–	0.01%	383
2014 Q4	$57K	Hold	2,450	–	–	0.01%	247
2014 Q3	$55K	Hold	2,450	–	–	0.01%	243
2014 Q2	$55K	Buy	2,450 +725	+42%	+$15.8K	0.01%	254
2014 Q1	$36K	Hold	1,725	–	–	0.01%	328
2013 Q4	$33K	Hold	1,725	–	–	0.01%	318
2013 Q3	$35K	Buy	1,725 +1,225	+245%	+$25.8K	0.01%	267
2013 Q2	$12K	Buy	+500	New	+$12.4K	﹤0.01%	443

Other funds holding PSA.PRW

AAM

AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Reilly Financial Advisors's PSA.PRW Position: Q4 2015 in Review

Reilly Financial Advisors sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q4 2015, closing a stake of 2,450 shares — an estimated $60.6K sold.

Reilly Financial Advisors first reported a position in PSA.PRW in Q2 2013 and held it in 10 quarters. The position peaked at $59K in Q1 2015. 4 funds tracked by Wall St. Rank hold PSA.PRW as of Q4 2015.

Reilly Financial Advisors reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q4 2015 after selling out during the quarter.
Reilly Financial Advisors sold 2,450 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q4 2015, an estimated $60.6K.
Reilly Financial Advisors first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q2 2013 and held it in 10 quarters.
Reilly Financial Advisors's Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $59K in Q1 2015.
4 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.